American Money Management, LLC (AMM), provides individual investors, businesses and retirement plans with customized portfolio management in over 30 states nationwide. We are a fee-based advisory firm, offering objective and unbiased portfolio management services.
We begin each new relationship by discussing the financial circumstances unique to each of our clients including (but not limited to) investment goals, risk tolerance, time horizon, income requirements, and tax sensitivity. This discussion helps us to determine where AMM may add value through asset management and/or financial/retirement planning. With this information, we work diligently to develop a customized strategy focusing on the appropriate asset mix, types of securities, and the expected risk return profile. Once the customized portfolio strategy is implemented, we continually monitor the investments making adjustments as necessary, while maintaining detailed tax records. On a quarterly basis, or more frequently, we communicate with each client to review their portfolios and to discuss any changes in their financial situations that may affect their current investment goals.
To determine if our private client services may be beneficial to you, please contact our office to set up a time to discuss your current financial situation. This initial consultation is complimentary and can be accomplished via phone interview or a face-to-face meeting.
Toll Free Phone (888) 999-1395
AMERICAN MONEY MANAGEMENT, LLC
SEC Registered Investment Advisor